Seeing as how they "deliver" in... what was it?... 10 days?... you'd kinda expect they'd at least have a mock up prototype to photograph by now. Hell, they could paint an Apple TV black, lay a Jalapeno on the "Jalapeno" and stick circuitry from a TV remote and some christmas lights inside and it would still be more convincing than what they have now.
Correct me if I'm wrong, but you prototype an ASIC by building it as an FPGA first?(done) Then you find $millions in funding? (done)
Just saying BFL are more convincing on ASIC than their competition, what have they shown? Not even design images.
You risk little by waiting for it to come into stock, the pre-order will clear pretty fast if their 900 units a day quote on new equipment is true.